Menu
Aggressive = Equity Funds 70% | Balanced Fund 30%
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 69.1 | 164,259 |
| 3 Year Return | 8.6 | 128,079 |
| 5 Year Return | 13.26 | 184,471 |
| 10 Year Return | 12.97 | 343,463 |
| Category | Equity: Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 75.48 | 171,125 |
| 3 Year Return | 7.56 | 124,061 |
| 5 Year Return | 14.54 | 195,869 |
| 10 Year Return | 16.68 | 470,480 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 100.52 | 196,086 |
| 3 Year Return | 9.42 | 130,608 |
| 5 Year Return | 18.71 | 233,374 |
| 10 Year Return | 19.58 | 601,861 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 48.85 | 146,245 |
| 3 Year Return | 10.2 | 133,558 |
| 5 Year Return | 13.34 | 186,243 |
| 10 Year Return | 13.76 | 366,130 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 46.26 | 143,518 |
| 3 Year Return | 7.07 | 122,715 |
| 5 Year Return | 10.72 | 165,240 |
| 10 Year Return | 12.06 | 314,810 |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 69.1 | 164,259 |
| 3 Year Return | 8.6 | 128,079 |
| 5 Year Return | 13.26 | 184,471 |
| 10 Year Return | 12.97 | 343,463 |
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 63.27 | 158,849 |
| 3 Year Return | 10.21 | 133,812 |
| 5 Year Return | 14.77 | 196,756 |
| 10 Year Return | 12.91 | 340,978 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 54.54 | 150,484 |
| 3 Year Return | 7.54 | 123,918 |
| 5 Year Return | 12.17 | 176,546 |
| 10 Year Return | 11.63 | 304,843 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 62.57 | 158,303 |
| 3 Year Return | 9.9 | 132,431 |
| 5 Year Return | 12.55 | 178,776 |
| 10 Year Return | 13.31 | 353,419 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 40.22 | 137,196 |
| 3 Year Return | 10.86 | 136,078 |
| 5 Year Return | 12.37 | 178,450 |
| 10 Year Return | 13.0 | 342,029 |
Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 58.83 | 154,569 |
| 3 Year Return | 9.06 | 129,357 |
| 5 Year Return | 12.12 | 175,982 |
| 10 Year Return | 11.97 | 313,884 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 62.57 | 158,303 |
| 3 Year Return | 9.9 | 132,431 |
| 5 Year Return | 12.55 | 178,776 |
| 10 Year Return | 13.31 | 353,419 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 48.85 | 146,245 |
| 3 Year Return | 10.2 | 133,558 |
| 5 Year Return | 13.34 | 186,243 |
| 10 Year Return | 13.76 | 366,130 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 46.26 | 143,518 |
| 3 Year Return | 7.07 | 122,715 |
| 5 Year Return | 10.72 | 165,240 |
| 10 Year Return | 12.06 | 314,810 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 29.93 | 128,606 |
| 3 Year Return | 5.92 | 118,718 |
| 5 Year Return | 7.33 | 141,738 |
| 10 Year Return | - | - |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 48.85 | 146,245 |
| 3 Year Return | 10.2 | 133,558 |
| 5 Year Return | 13.34 | 186,243 |
| 10 Year Return | 13.76 | 366,130 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 40.22 | 137,196 |
| 3 Year Return | 10.86 | 136,078 |
| 5 Year Return | 12.37 | 178,450 |
| 10 Year Return | 13.0 | 342,029 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 46.2 | 142,534 |
| 3 Year Return | 7.31 | 123,330 |
| 5 Year Return | 9.05 | 153,023 |
| 10 Year Return | 11.88 | 309,820 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 26.0 | 124,671 |
| 3 Year Return | 6.9 | 122,039 |
| 5 Year Return | 9.88 | 159,185 |
| 10 Year Return | 9.01 | 237,394 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 29.93 | 128,606 |
| 3 Year Return | 5.92 | 118,718 |
| 5 Year Return | 7.33 | 141,738 |
| 10 Year Return | - | - |
Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%
| Category | Debt: Dynamic Bond | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.01 | 109,610 |
| 3 Year Return | 8.87 | 129,040 |
| 5 Year Return | 9.09 | 154,301 |
| 10 Year Return | 10.13 | 262,302 |
| Category | Debt: Dynamic Bond | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 6.64 | 106,135 |
| 3 Year Return | 1.54 | 104,709 |
| 5 Year Return | 4.48 | 124,350 |
| 10 Year Return | 7.13 | 199,054 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.1 | 108,594 |
| 3 Year Return | 7.63 | 124,694 |
| 5 Year Return | 8.11 | 147,561 |
| 10 Year Return | - | - |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 27.91 | 126,517 |
| 3 Year Return | 6.11 | 119,513 |
| 5 Year Return | 8.7 | 151,098 |
| 10 Year Return | 9.9 | 257,862 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 16.91 | 115,706 |
| 3 Year Return | 8.54 | 127,747 |
| 5 Year Return | 9.94 | 160,175 |
| 10 Year Return | 10.08 | 261,733 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 26.0 | 124,671 |
| 3 Year Return | 6.9 | 122,039 |
| 5 Year Return | 9.88 | 159,185 |
| 10 Year Return | 9.01 | 237,394 |